Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud - Hardcover

Vetter, Amy

Hardcover

ISBN 10: 1119415977 ISBN 13: 9781119415978

Publisher: Wiley, 2017

Synopsis

Stop crunching numbers and start truly serving your clients

Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level.

Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success.

• Spend less time crunching numbers and more time advising clients
• Become an integral part of the client's decision-making process
• Provide real value by clearly communicating financial data analysis
• Become the strategic partner your client cannot do without

Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.

About this title

From the Back Cover

Praise for Integrative Advisory Services

"Integrated Advisory Services is a timely tool for anyone looking to get into the client accounting space with true meaning and depth to their practice. Amy's experience as a small firm practitioner, combined with her family lineage of CPAs and passion for the profession shines through in helping firms build a successful client accounting practice. The term 'Cherished Advisor' is a great term to get CPAs thinking differently about this practice. Many think technology will disrupt and disintermediate what they do for clients. Yet, as Amy explains well, it can actually put the 'public' back into CPA and get practitioners re-focused on the human element which the client will value highly."
—Mark J. Koziel, CPA, CGMA, Executive Vice President, Public Accounting, Association of International Certified Professional Accountants

"Amy Vetter offers some keen insights into the nature of the accounting profession and our relationship with technology. She connects her personal family story and sheds new light on the future of accounting. One thing is certain, the future is about relationships and the human side of accounting. She will make you want to get out from behind your desk and out with clients or out in the business operations. This is a must read for every accountant and CPA."
—Tom Hood, CPA, CITP, CGMA, CEO, Maryland Association of CPAs, Business Learning Institute

"Technology is no longer just a business enabler—it has become the product. The CPA advisor is the specialist to fine-tune the accounting product and make it more meaningful for the client. This integrative approach is the best of both worlds for the business community. No matter what technologies future accounting and financial professionals will have at their disposal, it is the human connection that counts, as Amy Vetter so aptly points out in her new book."
—Loretta Doon, CEO, CalCPA/CalCPA Education Foundation

"Today's successful accountants don't just tell you what the numbers are, they tell you what the numbers mean. They spot trends, they guide you into the future, they remove stress, they shine the light on problems, they offer solutions, and they are indispensable to the success of your business. Amy Vetter's career has led her through every aspect of accounting and business. She offers an engaging and mindful perspective on how accounting professionals can provide true and lasting value to the clients they serve."
—Gail Perry, CPA, Editor-in-Chief, CPA Practice Advisor

"Having known Amy Vetter for the better part of my 15 years covering the accounting profession, I can say that she helps to unequivocally define what it means to be a 'thought leader' in this space. Her unwavering commitment to the growth of this profession, through sharing of her own knowledge and experiences has been evident throughout her career regardless of the many professional titles she's held. She regularly places the profession's advancement and the growing need of their service among the small to midsized business world above all."
—Seth Fineberg, Managing Editor, AccountingWEB.com

From the Inside Flap

With the introduction of cloud technology, much of the traditional data entry tasks of CPAs, accounting professionals, and bookkeepers has been greatly reduced. This is due to rapid technological innovation in which businesses can deploy high-integrity cloud-based systems, machine learning, and artificial intelligence.

Technology will continue its relentless march, so accounting professionals must adapt to the changing marketplace in order to thrive in this new paradigm. Integrative Advisory Services offers CPAs, accountants, and other financial services professionals a method for tapping into the power of cloud accounting technology in order to become a trusted strategic partner with their clients. Nothing can replace the human side of the client-advisor experience like accounting professionals' ability to improve their clients' businesses with reliable financial information.

Written by Amy Vetter—a noted expert on current accounting strategies— Integrative Advisory Services is filled with the information needed to help offer personalized advice, explanations, and guidance based on a client's unique situation and financial needs. Vetter shows how to create an experience for your clients that they have not had before with other accountants or bookkeepers. By becoming an integral part of the real time decision-making process, your services are delivered proactively, rather than reactively, and you understand both the operational and financial sides of the business.

Take advantage of new technology and let it do the tedious number crunching for you. Retool your skills to get ahead of the pack and help your clients improve their businesses at a holistic level. With Integrative Advisory Services as your guide, you can integrate advisory services into your practice and expand your services beyond cloud technology to become truly valued by your clients.

Edition details

• Publisher: Wiley
• Publication date: 2017
• ISBN 10: 1119415977
• ISBN 13: 9781119415978
• Binding: Hardcover
• Language: English
• Edition number: 1
• Number of pages: 192